how can i insert certain fields into the email of an automation

Hi everyone,

I would like to automatically send an email as soon as the status of a task changes to a certain status. That works so far.

Now I would like certain information to be displayed in the message field of the email. 
The description says “Use square brackets around a field name so that the element details are automatically included in the message.”
In the email sent, the placeholder text in the brackets, for example [status] or [due date], is not replaced by values. What am I doing wrong?

I would also like to know whether I can add my own user-defined fields to the email. For example [order number].
Thanks in advance!

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3 comments

Hello,

I used this automation, and it worked well for me. It’s also possible to click on the suggested fields, and it will add them to the text. Regarding the custom fields, I looked for information on how to use them, and I believe it's not possible to add them for now.

Thank you,


Felipe

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Yes, status and item name work, but importance, author and description do not for me. Help would be appreciated.

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👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Hi Michelle Hunt, Welcome to the Community! 👋
 
As Felipe Araujo mentioned above, currently, it is not possible to include custom fields in the email of an automation. I'll forward your post to our Product Feedback Forum to ensure the relevant Product Team is aware. If there are any updates in the future, I'll make sure to let you know. Thanks!

Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Rohan V Wrike Team member Become a Wrike expert with Wrike Discover

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👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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